A new Medicare demonstration program is expanding access to GLP-1 medications for certain beneficiaries. Here’s what to know about eligibility, potential benefits and risks, and what the program could mean for future Medicare coverage.
Latest Insights Article
The Hidden Costs of Putting Off Home Maintenance
Small home maintenance issues can quickly become expensive repairs. A proactive approach can help homeowners protect their property, anticipate major expenses, and avoid costly surprises.
Medicare Scams Are on the Rise: What to Watch For
A new phishing scam is using the MyChart name to target seniors. Here’s what to watch for and how to protect your Medicare information.
Your Kids Don’t Want Your Stuff
Decluttering isn’t just about getting organized. It can be an act of love that saves your children from difficult decisions later.
How Long Should You Keep Financial Records? An Updated Record Retention Guide.
Not sure how long to keep financial records? Learn what to save, what to shred, and when it’s safe to let go.
Good News for Grandparents Saving for College
New FAFSA rules make it easier for grandparents to use 529 plans to help fund a grandchild’s education.
Do You Really Need a Will? 7 Common Myths That Could Leave Your Family Unprepared
Many people delay making a Will because of common misconceptions. From “I’m too young” to “my spouse automatically gets everything,” this article explains seven estate planning myths and why a Will is only one part of protecting your family, your finances, and your wishes.
Trump Accounts Are Now Open: What Parents and Grandparents Should Know
Trump Accounts offer a new way to invest for a child’s future, but families should understand the rules, taxes, and alternatives.
What Happens to Your HSA When You Die?
What happens to your HSA after your death depends largely on whether the beneficiary is your spouse, another individual, your estate, or a charity.
QR Code Scams Are Everywhere: Here’s How to Stay Safe
QR codes make everyday tasks faster and more convenient, but they’re also becoming a favorite tool for scammers. Learn how fake QR codes work, where you’re most likely to encounter them, simple ways to protect yourself, and what to do if you think you’ve scanned a fraudulent code.
The Hidden Cost of Inflation in Retirement
Inflation may not create an immediate crisis, but over a long retirement, it can quietly erode purchasing power, increase withdrawal needs, and place added pressure on retirement income sources. This article explains why inflation should remain an important part of retirement planning.
Employer Beliefs May Not Match Worker Reality
Workplace realities may look different for today’s employees than many employers realize.
Think 529 Plans Are Just for College? Think Again.
529 plans now cover far more than college tuition, including K–12 schooling, apprenticeships, trade programs, and more.